SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 982 filers reported holding SPDR SERIES TRUST in Q4 2021. The put-call ratio across all filers is 0.37 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $750,670 | -5.5% | 6,527 | +0.7% | 0.76% | +6.6% |
| Q2 2023 | $794,325 | -5.9% | 6,480 | -5.0% | 0.71% | -6.7% |
| Q1 2023 | $843,933 | +2.9% | 6,822 | +4.1% | 0.76% | +5.4% |
| Q4 2022 | $820,257 | -32.2% | 6,556 | -39.5% | 0.72% | -44.7% |
| Q3 2022 | $1,209,000 | +43.1% | 10,839 | +52.3% | 1.31% | +81.5% |
| Q2 2022 | $845,000 | -44.3% | 7,118 | -39.9% | 0.72% | -32.9% |
| Q1 2022 | $1,518,000 | -0.7% | 11,849 | +0.1% | 1.08% | +1.3% |
| Q4 2021 | $1,528,000 | +184.0% | 11,837 | +158.4% | 1.06% | +145.5% |
| Q3 2021 | $538,000 | – | 4,581 | – | 0.43% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 1,517,293 | $115,633,000 | 29.64% |
| GRAY FINANCIAL GROUP /GA /ADV /ADV | 898,301 | $68,459,000 | 25.09% |
| Avidian Wealth Solutions, LLC | 583,313 | $44,454,000 | 18.54% |
| Stratford Consulting, LLC | 294,631 | $22,454,000 | 11.24% |
| Callan Capital, LLC | 616,724 | $47,001,000 | 9.86% |
| Ruggie Capital Group | 156,097 | $12,039,000 | 9.83% |
| Spectrum Asset Management, Inc. (NB/CA) | 144,600 | $11,020,000 | 9.50% |
| Berkshire Money Management, Inc. | 367,152 | $27,981,000 | 8.23% |
| Klingman & Associates, LLC | 258,489 | $19,699,000 | 7.75% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 131,295 | $10,006,000 | 7.70% |